See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,526 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,519 | $65,435+84.2% | $86,677+39.0% | $66,914+80.1% |
| Participation rate | 77.5% | 75.5%+2.0pp | 76.6%+0.9pp | 69.8%+7.7pp |
| Annual return | -16.55% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,583 | $2,153+20.0% | $2,836-8.9% | $2,544+1.5% |
| Participant deferral / active EE | $5,877 | $4,100+43.3% | $4,656+26.2% | $4,237+38.7% |
| Admin fee / account holder | $92 | $642-85.7% | $7,493-98.8% | $593-84.6% |